Services
I work with three kinds of clients. Each one gets monthly books in QuickBooks Online, one shared checklist, and a person who answers.
Healthcare and Medical Practices
Who it serves. Independent clinics, small group practices, and solo providers who run their own office.
Start an EngagementWhat I handle
- Monthly bookkeeping and a monthly close
- Payroll records and reconciliation with your payroll provider
- Reconciliation of billing deposits against your bank
- Business return preparation
What I ask you for
- Bank and card statements
- Payroll reports
- Deposit reports from your billing system
- Last year's return
Real Estate Professionals
Who it serves. Agents, small teams, and investors with a few rental properties.
Start an EngagementWhat I handle
- Commission tracking by month
- Expense and mileage records
- Depreciation schedules for rental property
- Records for 1031 exchanges, in step with your exchange company
- Return preparation
What I ask you for
- Commission statements from your brokerage
- Your mileage log
- Closing statements for any purchase or sale
- Rent and expense records for each property
Estates and Trusts
Who it serves. Trustees, executors, and families who need clear records and a steady hand.
Start an EngagementWhat I handle
- Fiduciary accounting for the trust or estate
- Trust and estate return preparation
- Plain-language summaries for beneficiaries
- Coordination with the family's attorney
What I ask you for
- The trust or estate documents from your attorney
- Account statements held by the trust or estate
- Records of distributions
- Contact details for the attorney
Why every client runs in QuickBooks Online
One system means I can close your books every month and see the same numbers you see. You keep ownership of your company file. If we ever part ways, your books go with you.
Not sure which one fits?
Start an engagement and tell me about your business. I'll sort it out on the intro call.